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iShares Russell 2000 ETF
IWM

Overview Fund Activity

1,952 hedge funds and large institutions have $55.4B invested in iShares Russell 2000 ETF in 2023 Q2 according to their latest regulatory filings, with 169 funds opening new positions, 697 increasing their positions, 752 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,952
Holders Change
+56
Holders Change %
+2.95%
% of All Funds
30.78%
Holding in Top 10
189
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+5.59%
% of All Funds
2.98%
New
169
Increased
697
Reduced
752
Closed
93
Calls
$36.5B
Puts
$68.9B
Net Calls
-$32.4B
Net Calls Change
+$13.5B

Top Buyers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
+$756M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$449M
3
Bank of America
Bank of America
North Carolina
+$413M
4
CS
Clear Street
New York
+$384M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$303M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.63B
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$803M
3
Citigroup
Citigroup
New York
-$749M
4
Goldman Sachs
Goldman Sachs
New York
-$341M
5
Jane Street
Jane Street
New York
-$295M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFAS
951
Level Four Advisory Services
Texas
$1.24M +$65.4K +349 +6%
CASB
952
Cape Ann Savings Bank
Massachusetts
$1.24M +$125K +667 +11%
ACS
953
Archford Capital Strategies
Illinois
$1.24M +$1.17K +6 +0.1%
CCM
954
Corsair Capital Management
New York
$1.23M -$637K -3,403 -34%
IFPG
955
Intrepid Financial Planning Group
Indiana
$1.23M +$11.6K +62 +1%
Lazard Asset Management
956
Lazard Asset Management
New York
$1.22M -$404K -2,156 -25%
AIM
957
Allen Investment Management
New York
$1.22M – – –
LA
958
Legacy Advisors
Pennsylvania
$1.22M +$1.22M +6,495 New
NCM
959
NCM Capital Management
New Jersey
$1.21M – – –
PCM
960
Presidio Capital Management
California
$1.21M -$66.9K -357 -5%
ETIA
961
Epic Trust Investment Advisors
Washington
$1.21M -$174K -929 -13%
SAG
962
SageView Advisory Group
California
$1.2M +$604K +3,226 +101%
DDPIC
963
Deroy & Devereaux Private Investment Counsel
Michigan
$1.2M +$278K +1,485 +30%
MSFS
964
Main Street Financial Solutions
Pennsylvania
$1.2M +$250K +1,333 +26%
Allspring Global Investments
965
Allspring Global Investments
North Carolina
$1.19M -$3.15M -16,815 -73%
CCA
966
Childress Capital Advisors
Texas
$1.18M – – –
KHLMVGHM
967
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$1.18M – – –
SCA
968
Sage Capital Advisors
South Dakota
$1.17M -$24.5K -131 -2%
VCM
969
Vivaldi Capital Management
Illinois
$1.17M – – –
CAG
970
Crestwood Advisors Group
Massachusetts
$1.17M +$31.3K +167 +3%
FPAS
971
Focus Partners Advisor Solutions
Missouri
$1.17M +$8.24K +44 +0.7%
SGCA
972
Steel Grove Capital Advisors
Tennessee
$1.16M -$82K -438 -7%
PGWM
973
Parisi Gray Wealth Management
New Jersey
$1.16M – – –
FBFS
974
First Business Financial Services
Wisconsin
$1.16M – – –
FNB
975
Farmers National Bank
Kentucky
$1.16M – – –
37 38
39
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